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IFP Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

IFP Advisors’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,889
Closed -$31K – 3944
2022
Q4 		$31K Sell
1,889
-2
-0.1% -$23 ﹤0.01% 2570
2022
Q3 		$32K Sell
1,891
-41
-2% -$541 ﹤0.01% 2720
2022
Q2 		$32K Hold
1,932
– – ﹤0.01% 2483
2022
Q1 		$32K Buy
+1,932
New +$29.1K ﹤0.01% 2483
2019
Q1 		$9K Buy
542
+257
+90% +$3.95K ﹤0.01% 1660
2018
Q4 		$4K Sell
285
-715
-72% -$10.6K ﹤0.01% 2945
2018
Q3 		$16K Hold
1,000
– – ﹤0.01% 2583
2018
Q2 		$16K Buy
1,000
+303
+43% +$4.94K ﹤0.01% 2603
2018
Q1 		$12K Hold
697
– – ﹤0.01% 2673
2017
Q4 		$12K Sell
697
-5,443
-89% -$96.5K ﹤0.01% 2710
2017
Q3 		$111K Buy
6,140
+3,272
+114% +$59K ﹤0.01% 1488
2017
Q2 		$50K Hold
2,868
– – ﹤0.01% 1973
2017
Q1 		$49K Hold
2,868
– – ﹤0.01% 1936
2016
Q4 		$45K Hold
2,868
– – ﹤0.01% 1952
2016
Q3 		$49K Hold
2,868
– – ﹤0.01% 1828
2016
Q2 		$48K Buy
2,868
+2,326
+429% +$36.8K ﹤0.01% 1787
2016
Q1 		$9K Sell
542
-1,706
-76% -$24.4K ﹤0.01% 1658
2015
Q4 		$34K Buy
+2,248
New +$35.7K ﹤0.01% 1843

Other funds holding JRI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

IFP Advisors's JRI Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2023, closing a stake of 1,889 shares — an estimated $31K sold.

IFP Advisors first reported a position in JRI in Q4 2015 and held it in 18 quarters. The position peaked at $111K in Q3 2017. 74 funds tracked by Wall St. Rank hold JRI as of Q1 2023.

  • IFP Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,889 Nuveen Real Asset Income & Growth Fund shares in Q1 2023, an estimated $31K.
  • IFP Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $111K in Q3 2017.
  • 74 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.